Creative Planning
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Creative Planning’s Orange County Bancorp OBT Stock Holding History

Creative Planning’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$1.39K – 3653
2024
Q4 		$1.39K Buy
+50
New +$1.44K ﹤0.01% 3503

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's OBT Position: Q1 2025 in Review

Creative Planning sold out of Orange County Bancorp (OBT) in Q1 2025, closing a stake of 50 shares — an estimated $1.39K sold.

Creative Planning first reported a position in OBT in Q4 2024 and held it in 1 quarter. The position peaked at $1.39K in Q4 2024. 72 funds tracked by Wall St. Rank hold OBT as of Q1 2025.

  • Creative Planning reported no remaining Orange County Bancorp position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 50 Orange County Bancorp shares in Q1 2025, an estimated $1.39K.
  • Creative Planning first reported a position in Orange County Bancorp in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Orange County Bancorp position peaked at $1.39K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.